Bond Yields Decline as Two Fixed Income Funds Post Double-Digit Returns Over Past Year
Two fixed income mutual funds on the Bareksa investment platform have delivered double-digit returns of 12.04% and 10.49% over the past year (as of 26 February 2026). The two funds are Sucorinvest Bond Fund and KIM Fixed Income Fund Plus.
Sucorinvest Bond Fund, managed by PT Sucor Asset Management, generated a return of 12.04% over the past year. According to the fund fact sheet for January 2026, the fund’s investment portfolio comprises State-Owned Enterprise bonds including Hutama Karya bonds, Waskita Karya bonds, Indonesian Government Bonds (FR0089, FR0091, FR0102, FR0103, FR0108 series), SBSN sukuk (PBS003 series), and deposits from PT Bank Mega Tbk and PT Bank Tabungan Negara (persero) Tbk.
KIM Fixed Income Fund Plus, managed by PT KIM Indonesia, achieved a return of 10.49% over the past year. According to the fund fact sheet for January 2026, the fund’s investment portfolio includes Islamic bank bonds, Bumi Resources bonds, Indonesian Government Bonds (FR0065 series), and bonds from various corporate issuers including Indah Kiat Pulp & Paper Mills, Merdeka Battery Materials, and others.
The Composite Stock Price Index (IHSG) declined 1.04% to 8,235.262 on 26 February 2026. Based on CNBC Indonesia data, the benchmark yield on Indonesia’s 10-year government bonds fell to 6.404% on 26 February 2026 at 17:32 WIB.
Performance data for other mutual funds available on the Bareksa platform for the month ending 26 February 2026 showed mixed results: equity funds declined between 3.99% and 8.25%, mixed funds fell between 0.36% and 5.16%, whilst fixed income funds posted modest gains of 0.17% to 0.59%. Money market funds delivered returns between 0.27% and 0.45%, outperforming traditional bank deposit rates which ranged from 0.258% to 0.396% per month.
Bareksa is an OJK-licensed mutual fund investment application established in 2016, offering over 160 products from 35 investment managers. The platform provides performance comparison tools, market research, and expert recommendations to facilitate mutual fund investment. Past performance does not guarantee future results, and investors are advised to read and understand fund prospectuses before making investment decisions.